Booking Rules allow you to set specific requirements and restrictions for bookings.
Booking Rules Topics
Creating a Booking Rule
Follow these steps to create a booking rule:
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Click Add New Booking Rule
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Enter the Booking Rule Name
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Click Add New Condition and select the required condition
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In the Actions section, choose the requirements you want to enforce
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Configure the details of the Action
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To add multiple Actions click +Add New Action
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To enable the Booking Rule click the Enabled box
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Click Save Changes to save the booking rule
Disabling a Booking Rule
Follow these steps to disable a booking rule:
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Locate the Booking Rule
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Tick the rule you want to disable
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Click Save Changes
As soon as you click save changes, this rule will no longer be valid for new bookings. Any existing bookings on that rule will remain on the rule unless manually removed and their requirements edited
Reordering Booking Rules
Follow these steps to reorder booking rules:
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Locate the arrows on the right of the page
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Select either the upward arrow to move the rule up, or the downward arrow to move the rule down. This will define the rule hierarchy
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Click Save Changes
As soon as you click save changes, this new rule ordering will take commence. Any existing bookings on a rule will remain on the rule unless manually removed and their requirements edited
Editing a Booking Rule
Follow these steps to edit a booking rule:
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Locate the Booking Rule
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Click the edit rule symbol
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Make the required changes to the rule
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Click Save Changes
If there are any existing bookings assigned to a rule, when making an change, it will prompt a message. You will have the option of whether you want to update the rule template and it apply to only new made bookings, OR you can accept that the system will prompt existing bookings that the rule has now been changed. This will prompt the "Requirements Updated" template to send. Click here to find out more about email templates -
Click "Yes, update existing bookings"
You won't be able to make any new changes to this booking rule until the bulk update is complete. It will depend upon how many future bookings you have as to how long this could take
Copying a Booking Rule
Follow these steps to copy a booking rule:
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Select from the Actions column to Copy the required Booking Rule
The copied layout will appear in an editable view. In the Internal name it will be prefixed with "Copy of...", to indicate it's a duplicate of the original -
Edit the fields as your require
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Click Save Changes
Deleting a Booking Rule
Follow these steps to delete a booking rule:
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Select from the Actions column to Delete the required Booking Rule
A pop-up will display either asking "Are you sure you want to delete **name** occasion?". OR it will state "**name** cannot be deleted as it is linked to active bookings" -
Select yes
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Click Save Changes
Booking Rule Settings
Estate Admin level access allows the ability to enable or disable the option for the host to be able to override individual booking requirements, such as deposit, pre-order, etc, in the Host Application.
Follow these steps to enable or disable:
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Click the cog on the top right of the Booking Rule page
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Using the drop down locate either the Estate, Companies or Sites
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Select from the drop downs either Yes or No
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Click Save Changes
Allowing the Host to override booking requirements will present a new button in the Host applications. Within Tables and Events it will be named "Edit Requirements". This can be found when editing a booking
Conditions
| Name | Description |
|---|---|
| Capacity → Cover Range |
This will target bookings by the number of covers equal to or over the minimum value |
| Provisions → Occasion |
This will target bookings made against any of the selected occasions |
|
Provisions → Menu |
This will target bookings that have booked with any of the selected menus |
| Provisions → Extra |
This will target bookings that have added any of the selected extras |
Actions
| Name | Description |
|---|---|
| Payments → Require Deposit |
When requiring a deposit action, you will be required to define:
The organiser will be required to pay a deposit within 10 minutes of the booking being created via the API or Widget, otherwise the booking will automatically be cancelled. This requires the site to have an Events integrated payment provider
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| Payments → Require Card Guarantee |
When requiring a card guarantee action, you will be required to define:
The guest needs to guarantee the payment card within 10 minutes of the booking creation or the booking will cancel. This requires the site to have an Events integrated payment provider
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| Payments → Require Pre-Payment |
When requiring a pre-payment action, you will be required to define:
Pre-payment can only be defined in conjunction with a pre-order. Once pre-order selections are completed, the guest(s) can then pay for their selections in the guest portal
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| Payments → Require Extras Payment |
When requiring an Extras payment action, you will be required to define:
The organiser will be required to pay for any extras within 10 minutes of the booking being created via the API or Widget, otherwise the booking will automatically be cancelled. This requires the site to have an Events integrated payment provider
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| Pre-Orders → Require Pre-Order |
When requiring a pre-order action, you will be required to define:
In the Guest Portal guest(s) will see a countdown of time left to place their pre-orders. After this time they will no longer be able to place the pre-order themselves via the Guest Portal
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| Bookings → Place an Enquiry |
When requiring an Enquiry action, you will be required to define:
This action will force all attempts of bookings via an online journey into an Enquiry state If multiple Actions are used in combination with 'Place as Enquiry' (e.g Deposit and Pre-order), these will be requested from the customer once the Enquiry as been accepted
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